TMWM
Taylor & Morgan Wealth Management’s Microsoft MSFT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.74M | Buy |
11,545
+5
| +0% | +$2.49K | 3.88% | 5 |
|
|
2025
Q1 | $4.33M | Sell |
11,540
-252
| -2% | -$94.6K | 3.27% | 8 |
|
|
2024
Q4 | $4.97M | Sell |
11,792
-1,540
| -12% | -$649K | 3.49% | 8 |
|
|
2024
Q3 | $5.74M | Sell |
13,332
-356
| -3% | -$153K | 3.85% | 8 |
|
|
2024
Q2 | $6.12M | Sell |
13,688
-183
| -1% | -$81.8K | 4.33% | 7 |
|
|
2024
Q1 | $5.84M | Buy |
13,871
+171
| +1% | +$71.9K | 4.28% | 7 |
|
|
2023
Q4 | $5.15M | Buy |
13,700
+99
| +0.7% | +$37.2K | 4.1% | 8 |
|
|
2023
Q3 | $4.29M | Sell |
13,601
-358
| -3% | -$113K | 3.87% | 8 |
|
|
2023
Q2 | $4.75M | Sell |
13,959
-206
| -1% | -$70.2K | 3.9% | 8 |
|
|
2023
Q1 | $4.08M | Buy |
14,165
+424
| +3% | +$122K | 3.55% | 8 |
|
|
2022
Q4 | $3.3M | Buy |
13,741
+142
| +1% | +$34.1K | 3.11% | 8 |
|
|
2022
Q3 | $3.17M | Buy |
13,599
+1,917
| +16% | +$446K | 3.15% | 8 |
|
|
2022
Q2 | $3M | Buy |
11,682
+921
| +9% | +$237K | 2.85% | 8 |
|
|
2022
Q1 | $3.32M | Buy |
10,761
+3,508
| +48% | +$1.08M | 2.71% | 8 |
|
|
2021
Q4 | $2.44M | Buy |
+7,253
| New | +$2.44M | 1.97% | 12 |
|